Holders over time
- QCOM
- AAPL
| Quarter | QCOM | AAPL |
|---|---|---|
| Q3 2020 | 31 holders, $19.4bn | 40 holders, $229bn |
| Q4 2020 | 34 holders, $23.4bn | 48 holders, $256bn |
| Q1 2021 | 32 holders, $18.2bn | 45 holders, $224bn |
| Q2 2021 | 32 holders, $18.7bn | 43 holders, $247bn |
| Q3 2021 | 35 holders, $16.2bn | 38 holders, $252bn |
| Q4 2021 | 35 holders, $21.1bn | 43 holders, $330bn |
| Q1 2022 | 34 holders, $17.8bn | 41 holders, $326bn |
| Q2 2022 | 29 holders, $14.1bn | 42 holders, $253bn |
| Q3 2022 | 28 holders, $12.5bn | 36 holders, $255bn |
| Q4 2022 | 29 holders, $11.0bn | 39 holders, $234bn |
| Q1 2023 | 27 holders, $12.2bn | 42 holders, $298bn |
| Q2 2023 | 30 holders, $10.8bn | 43 holders, $356bn |
| Q3 2023 | 29 holders, $11.7bn | 42 holders, $309bn |
| Q4 2023 | 32 holders, $14.0bn | 43 holders, $346bn |
| Q1 2024 | 32 holders, $16.2bn | 46 holders, $287bn |
| Q2 2024 | 36 holders, $18.8bn | 56 holders, $316bn |
| Q3 2024 | 35 holders, $15.1bn | 50 holders, $323bn |
| Q4 2024 | 33 holders, $11.3bn | 51 holders, $333bn |
| Q1 2025 | 27 holders, $9.3bn | 49 holders, $285bn |
| Q2 2025 | 27 holders, $9.6bn | 50 holders, $248bn |
| Q3 2025 | 26 holders, $11.0bn | 50 holders, $305bn |
| Q4 2025 | 21 holders, $15.5bn | 51 holders, $355bn |
| Q1 2026 | 22 holders, $10.3bn | 53 holders, $334bn |
| Q2 2026 | 36 holders, $16.0bn | 48 holders, $373bn |
Qualcomm Inc
- Holders
- 32
- Reported value
- $14.0bn
- Buyers
- 15
- Sellers
- 18
Breadth -3 among 93 comparable managers.
Apple Inc
- Holders
- 43
- Reported value
- $346bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 93 comparable managers.
Who holds both, Q4 2023
Both (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only QCOM (8)
Appaloosa LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Maverick Capital Ltd, Point72 Asset Management LP, Soros Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only AAPL (19)
Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Markel Group Inc, MFS Investment Management, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Voloridge Investment Management LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.